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HOLDUN FAMILY OFFICE GRANDPARENTING

by Stuart Dunn our own, build wealth and security for generations. Holdun’s heritage may be Canadian, but our outlook and approach are distinctly international. Our Mission is to assist all of our clients, like we do our own family, in growing their assets, protecting existing wealth and preparing the next generation for the responsibilities they will assume in the future.

Holdun Family Office Holdun is an international, independent, Multi-Family Office that helps your family, like we do our own, build wealth and security for generations. Our family’s wealth is managed alongside that of our clients. We do not worry about market gyrations. We let compounding work for us. Holdun Family Office traces its heritage back five generations to the industrialist and financier Sir Herbert Holt. Holt would have felt at home in today’s uncertain world. He amassed a business empire that spanned three continents during one of the most violent periods in history and the Great Depression. He also served as President and Chairman of the Royal Bank of Canada from 1908 - 1941, multiplying its assets fifteen-fold during his tenure. Founded in Canada by the Holt-Dunn family, Holdun is a 5th generation family office and has grown over the past decade into a Multi-Family Office. Holdun has expanded its presence into the Bahamas, Grand Cayman and the United States and is now controlled and managed by both the Dunn family and the Meier family. Today, Holdun is an international, independent, Multi-Family Office that helps your family, like we do

55 FAMILY OFFICE MAGAZINE

At Holdun, our goals and objectives are aligned with yours, as we manage our family money in the same way we manage yours, proposing only investments that have been thoroughly researched and that we are comfortable investing our own money in. Holdun is an independent Multi-Family Office providing discretionary wealth management, tax and estate planning and asset protection for individuals, families, private companies, foundations and endowment funds. Holdun’s investment focus is multinational and includes investment banking participation for interested clients as well as related personal financial services. The Holt-Dunn family has been managing its assets for five generations, beginning with Sir Herbert Holt, Chairman & CEO of Royal Bank of Canada. Today, Holdun is owned and controlled by the Dunn and Meier families with Stuart Dunn as the Chairman and Bruno Meier as the Vice-Chairman. Brendan Holt Dunn serves as CEO and Claude-Philip Meier as COO. The Holt-Dunn Family Office was founded to manage and transfer established wealth across generations. It is this experience and objective that is offered to its clients. Given its tradition, history and its historical investment returns, Holdun has an enviable record of achievements to offer prospective clients.

Profile for Family Office Magazine

Family office Magazine Autumn 17  

Latest Issue of Family Office Magazine including articles from City Private Bank, ARBUTHNOT LATHAM PRIVATE BANKERS, PRICE WATERHOUSE COOPERS...

Family office Magazine Autumn 17  

Latest Issue of Family Office Magazine including articles from City Private Bank, ARBUTHNOT LATHAM PRIVATE BANKERS, PRICE WATERHOUSE COOPERS...

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